Forusall
Firm details
- Headquarters
- ,
- CRD number
- 167241
- Registered since
- April 18, 2013
- Website
- www.forusall.com
- Custodians
- MID ATLANTIC CAPITAL CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC, ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Forusall is a limited liability company that has been registered with the SEC since 2013 and operates as an institutional registered investment adviser. The firm serves both individual and family clients as well as institutional clients and offers pension consulting services. Its fee model combines percentage-of-assets and fixed-fee arrangements. FINTRX flags Forusall as not an active ESG investor; it is also identified as a pension consultant. An outside recognition to note: investor.com listed the firm among “Top RIA Firms to Watch” in 2020.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Justin Ramirez
Co-Founder and Chief Investment OfficerCRD 4381696
Contacts
3 of 5
David Attolino
Senior Retirement Plan ConsultantCRD 7264114
Brent Bowers
Retirement Plan AdvisorCRD 7219551
James Shen
Senior Retirement Plan AdvisorCRD 4659338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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